Institutional Ownership Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Pfd ETF (PGX). We have compiled data on the 516 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
491,737
shares
|
$5.78 Million
1.44% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
482,893
shares
|
$5.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
475,139
shares
|
$5.59 Million
0.02% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
464,990
shares
|
$5.47 Million
1.47% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
438,530
shares
|
$5.16 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
437,945
shares
|
$5.15 Million
0.39% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
435,220
shares
|
$5.12 Million
1.15% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
398,697
shares
|
$4.69 Million
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
392,511
shares
|
$4.62 Million
0.05% of portfolio
|
Q3 2024
Added 103.02%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
387,083
shares
|
$4.55 Million
0.06% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
373,312
shares
|
$4.39 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
363,580
shares
|
$4.28 Million
1.01% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
359,081
shares
|
$4.22 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
350,274
shares
|
$4.12 Million
0.13% of portfolio
|
Q3 2024
Reduced 85.64%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
322,684
shares
|
$3.79 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 29, 2024 Q3 2024 |
322,014
shares
|
$3.79 Million
2.71% of portfolio
|
Q3 2024
New holding
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
315,450
shares
|
$3.71 Million
1.4% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
306,874
shares
|
$3.61 Million
3.54% of portfolio
|
Q3 2023
Added 2.69%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
290,698
shares
|
$3.42 Million
0.89% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
289,711
shares
|
$3.41 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
265,479
shares
|
$3.12 Million
1.88% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
260,602
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Added 513.61%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
257,055
shares
|
$3.02 Million
0.11% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
254,108
shares
|
$2.99 Million
0.05% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
250,941
shares
|
$2.95 Million
0.02% of portfolio
|
Q3 2024
Reduced 45.91%
|